One Wealth Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-903
| Closed | -$89.5K | – | 334 |
|
|
2022
Q4 | $89.5K | Buy |
+903
| New | +$89.5K | 0.02% | 309 |
|
|
2019
Q2 | – | Sell |
-2,783
| Closed | -$161K | – | 234 |
|
|
2019
Q1 | $161K | Buy |
+2,783
| New | +$161K | 0.13% | 138 |
|
|
2018
Q4 | – | Sell |
-3,672
| Closed | -$197K | – | 227 |
|
|
2018
Q3 | $197K | Sell |
3,672
-294
| -7% | -$15.8K | 0.15% | 124 |
|
|
2018
Q2 | $192K | Hold |
3,966
| – | – | 0.15% | 132 |
|
|
2018
Q1 | $156K | Sell |
3,966
-14
| -0.4% | -$551 | 0.14% | 143 |
|
|
2017
Q4 | $141K | Buy |
+3,980
| New | +$141K | 0.11% | 159 |
|